EPISODE · Oct 19, 2025 · 32 MIN
Third Quarter Market Recap with Brad Sorensen, CFA
from Financial Planning Explained · host financialplanningexplained
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the third quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a great episode to catch up on the current status of the stock market. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
What this episode covers
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the third quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the third quarter, growth stocks in 1999 vs. 2025, and PE ratio vs. PEG ratio. This is a great episode to catch up on the current status of the stock market. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.
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Third Quarter Market Recap with Brad Sorensen, CFA
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